Personal Lines Client Service Manager

Summit Bridge Partners

Personal Lines Client Service Representative

Location: New Bedford, MA (Hybrid)

Position Overview

The Personal Lines Client Service Manager (CSM) supports clients by delivering responsive, accurate service on personal insurance matters via phone, email, and scheduled appointments.

Key Responsibilities

Respond to client inquiries and service needs promptly and professionally
Document client interactions per company standards
Utilize agency systems and rating software efficiently
Address billing, claims intake, and policy coverage questions
Meet call and service goals; contribute to upsell/rounding efforts

Requirements

1+ year experience in P&C insurance (3+ years preferred)
Active MA P&C license or ability to obtain within 2 years
High school diploma or equivalent
Proficient in Microsoft Office
Strong communication and interpersonal skills
Must be able to support required schedule (including virtual rotations)

Benefits

Medical, Dental, Vision
FSA, HSA, Commuter Programs
Company-paid STD, LTD, and Life Insurance
Employee Assistance Program
Paid Parental Leave, Holidays, and PTO
401(k) with company match

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Vacancy posted 1 day ago

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